ISHARES TR

Ticker: XT CUSIP: 46434V381 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 5,717 Value ($000) $348 Avg Close — Range —
Q2 2024
Shares 5,717 Value ($000) $336 Avg Close — Range —
Q1 2024
Shares 6,927 Value ($000) $413 Avg Close — Range —
Q4 2023
Shares 6,727 Value ($000) $403 Avg Close — Range —
Q3 2023
Shares 7,466 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 6,795 Value ($000) $378 Avg Close — Range —
Q1 2023
Shares 4,477 Value ($000) $236 Avg Close — Range —
Q4 2022
Shares 4,427 Value ($000) $210 Avg Close — Range —
Q2 2022
Shares 4,325 Value ($000) $207 Avg Close — Range —